Avantax Planning Partners’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
3,372
-85
| -2% | -$19.8K | 0.02% | 211 |
|
|
2025
Q1 | $732K | Buy |
3,457
+16
| +0.5% | +$3.39K | 0.03% | 205 |
|
|
2024
Q4 | $777K | Buy |
3,441
+49
| +1% | +$11.1K | 0.03% | 194 |
|
|
2024
Q3 | $701K | Buy |
3,392
+189
| +6% | +$39.1K | 0.03% | 208 |
|
|
2024
Q2 | $684K | Sell |
3,203
-526
| -14% | -$112K | 0.02% | 241 |
|
|
2024
Q1 | $765K | Buy |
3,729
+24
| +0.6% | +$4.93K | 0.02% | 233 |
|
|
2023
Q4 | $777K | Sell |
3,705
-51
| -1% | -$10.7K | 0.03% | 192 |
|
|
2023
Q3 | $694K | Buy |
3,756
+635
| +20% | +$117K | 0.03% | 194 |
|
|
2023
Q2 | $648K | Buy |
3,121
+1
| +0% | +$208 | 0.03% | 213 |
|
|
2023
Q1 | $596K | Buy |
3,120
+382
| +14% | +$73K | 0.02% | 219 |
|
|
2022
Q4 | $587K | Buy |
2,738
+11
| +0.4% | +$2.36K | 0.02% | 222 |
|
|
2022
Q3 | $455K | Sell |
2,727
-682
| -20% | -$114K | 0.02% | 229 |
|
|
2022
Q2 | $593K | Sell |
3,409
-139
| -4% | -$24.2K | 0.03% | 201 |
|
|
2022
Q1 | $690K | Sell |
3,548
-226
| -6% | -$44K | 0.03% | 197 |
|
|
2021
Q4 | $787K | Sell |
3,774
-101
| -3% | -$21.1K | 0.03% | 178 |
|
|
2021
Q3 | $823K | Buy |
3,875
+65
| +2% | +$13.8K | 0.04% | 156 |
|
|
2021
Q2 | $836K | Buy |
3,810
+137
| +4% | +$30.1K | 0.04% | 150 |
|
|
2021
Q1 | $797K | Sell |
3,673
-310
| -8% | -$67.3K | 0.04% | 152 |
|
|
2020
Q4 | $847K | Sell |
3,983
-220
| -5% | -$46.8K | 0.04% | 137 |
|
|
2020
Q3 | $692K | Sell |
4,203
-202
| -5% | -$33.3K | 0.04% | 153 |
|
|
2020
Q2 | $637K | Sell |
4,405
-178
| -4% | -$25.7K | 0.04% | 153 |
|
|
2020
Q1 | $613K | Sell |
4,583
-204
| -4% | -$27.3K | 0.04% | 136 |
|
|
2019
Q4 | $847K | Buy |
4,787
+38
| +0.8% | +$6.72K | 0.05% | 126 |
|
|
2019
Q3 | $804K | Buy |
4,749
+311
| +7% | +$52.7K | 0.05% | 127 |
|
|
2019
Q2 | $780K | Hold |
4,438
| – | – | 0.05% | 127 |
|
|
2019
Q1 | $705K | Buy |
4,438
+124
| +3% | +$19.7K | 0.05% | 133 |
|
|
2018
Q4 | $570K | Buy |
4,314
+434
| +11% | +$57.3K | 0.04% | 134 |
|
|
2018
Q3 | $619K | Buy |
3,880
+519
| +15% | +$82.8K | 0.05% | 126 |
|
|
2018
Q2 | $464K | Sell |
3,361
-227
| -6% | -$31.3K | 0.04% | 135 |
|
|
2018
Q1 | $497K | Sell |
3,588
-135
| -4% | -$18.7K | 0.04% | 177 |
|
|
2017
Q4 | $547K | Sell |
3,723
-2,231
| -37% | -$328K | 0.05% | 158 |
|
|
2017
Q3 | $809K | Buy |
5,954
+151
| +3% | +$20.5K | 0.06% | 140 |
|
|
2017
Q2 | $741K | Sell |
5,803
-329
| -5% | -$42K | 0.06% | 144 |
|
|
2017
Q1 | $734K | Sell |
6,132
-93
| -1% | -$11.1K | 0.07% | 140 |
|
|
2016
Q4 | $691K | Buy |
+6,225
| New | +$691K | 0.07% | 133 |
|